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USD 31.5B*
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Alternatives assets managed firmwide
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United States, Institutional
Change
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25+ years
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Track record managing alternative investments
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990
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Clients in our alternative investment approaches
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Featured content
Head of Alternatives Mark Sullivan explains how he’s preparing Wellington’s alternatives platform, more than 25 years in the making, for investors’ changing needs — leveraging proprietary research, global scale, and investments in talent and technology.
The alternatives edge
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Research
Research is a respected career path — not a stepping-stone — giving clients access to what we believe is the most experienced research team in the market.
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People
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
Learn more
Platform
We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions.
Scale
As one of the world’s largest independent investment managers, our scale and resources make us a preferred partner to our clients.
Alternative investment research
Find the latest market insights and thought leadership from our alternative investment professionals.
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of
Insights Posts
ESG in private markets: Insights for 2023
We highlight five key areas for private companies to prioritize in 2023 and share the essential steps they can take to keep up with today’s evolving ESG risks and opportunities.
Whitepaper
2023-11-30
Fintech market overview: The intersection of disruption and dispersion
In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.
Podcast
2023-11-30
Macro renaissance: The opportunity ahead for investors
As the global economy and financial markets transition to a new, potentially more volatile era, macro investment strategies may be well positioned to take advantage of market dislocations and greater asset price differentiation.
Whitepaper
2023-10-31
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.
Article
2023-10-31
The critical role of ESG in private equity
Explore our full ESG insights for private companies series with our latest research on governance, DEI, climate, and much more.
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Article
2024-10-31
Recalibrating alternative allocations for a new market reality
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategists Cara Lafond and Adam Berger explain how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Article
2023-08-31
Can hedge funds behave if fixed income doesn’t? A manager-selection view
Our Fundamental Factor Team proposes an alternative approach for analyzing hedge funds and constructing multi-manager hedge fund portfolios intended to fill the roles of fixed income.
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Article
2023-07-31
Mid-2022 Alternative Investments Outlook
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Article
2023-08-31
Allocating to hybrid strategies: A multiple-choice decision
Multi-Asset Strategist Cara Lafond considers the options available to allocators deciding where hybrid or crossover strategies fit best in their asset mix.
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Article
2023-05-31
ESG in 2022: Insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
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Article
2022-11-30
Asking private companies to show their ESG credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
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Article
2021-07-01
URL References
Related Insights
People
Meet some of the dedicated members of our experienced alternatives team.
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Mark Sullivan
, CFA, CMT
- Head of Alternatives and Portfolio Manager
- As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.
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Michael Carmen
- Co-Head, Private Investments
- As co-head of Private Investments, Michael manages our diversified late-stage growth equity business that invests across technology, consumer, health care, and financial services sectors. In addition, he leads the firm’s effort to deepen and broaden private investment capabilities to support growth and ensure strong overall investment results. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He works in our Boston office.
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Shanna O'Reilly
- Co-head, Private Investments
- As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
Platform
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Long/short equity strategies
Seek to limit volatility of equity exposure
- Long/short equity
- Long/short sector (e.g. financial services, health care, technology)
- Multi-strategy
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors
Our investment universe includes:
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
Multi-Asset Strategies
Target specific return and risk objectives
- Alternative risk premia
- Managed risk
- Absolute return
- Portable alpha
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
Scale
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
All figures as of 30-Jun-22. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
